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Gold/Mining/Energy : Oil Sands and Related Stocks
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To: Taikun who wrote (1931)8/22/2005 2:24:59 PM
From: MIRU  Read Replies (2) of 25575
 
Simmons makes a good point about the energy required to produce from oil sands. If NG sells at $10-$15 and you need a MCF per BBL, doesn't this argue for overweight in OPC and PBG?
I'm talking for long-term oil sands players of course. Short term I hope we can get CLL bought out, take the money and run ASAP.
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